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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,347 | $51,638-89.6% | $68,368-92.2% | $82,448-93.5% |
| Participation rate | 60.6% | 63.6%-3.0pp | 73.8%-13.1pp | 68.1%-7.5pp |
| Annual return | 12.70% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,826 | $2,914-37.3% | $4,123-55.7% | $4,139-55.9% |
| Admin fee / account holder | $600 | $4,643-87.1% | $5,150-88.4% | $7,234-91.7% |